Evie 是美国注册会计师(CPA),拥有美国本科会计背景,并在税务合规、Payroll(薪资税务)与会计审阅(Accounting Review)方面具备多年实务经验。她长期服务个人与企业客户,尤其专注于高净值人士的税务规划与结构优化,在严格合规的前提下提升税务确定性与长期规划效果。
此外,Evie 具备跨境税务合规经验,可支持涉及多地区收入与海外资产申报的复杂税务需求。同时,Evie 注重维护客户利益,善于为客户争取应得的税务退税(Tax Refund),并在税务争议处理、沟通协调及罚款减免(Penalty Abatement)等事项中提供专业支持,帮助客户降低风险、稳妥解决问题。
Evie is a U.S. Certified Public Accountant (CPA) with an undergraduate accounting background and years of hands-on experience in tax compliance, payroll, and accounting review. She has extensive experience serving both individuals and businesses, with a particular focus on high-net-worth tax planning and structuring to enhance long-term tax efficiency while maintaining full compliance. Evie also brings cross-border tax compliance experience, supporting clients with multi-jurisdiction income and overseas asset reporting requirements.
Additionally, Evie emphasizes protecting client interests, excelling at securing deserved tax refunds for clients and providing professional support in tax dispute resolution, communication coordination, and penalty abatement matters to help clients reduce risks and resolve issues prudently.